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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,821 | $76,834+182.2% | $108,359+100.1% | $87,485+147.8% |
| Participation rate | 92.9% | 61.7%+31.1pp | 70.1%+22.7pp | 68.9%+23.9pp |
| Annual return | 14.27% | 19.09%-4.8pp | 36.89%-22.6pp | 26.06%-11.8pp |
| Employer contribution / active EE | $6,533 | $1,556+319.8% | $2,399+172.3% | $2,596+151.7% |
| Participant deferral / active EE | $3,717 | $3,100+19.9% | $4,137-10.2% | $4,274-13.0% |
| Admin fee / account holder | $7,111 | $6,537+8.8% | $9,741-27.0% | $7,775-8.5% |